Salestrekker

General use, feel and navigation of Client Profile in Salestrekker 2.0

Client Profile

How to work in broker tools for residential applications in Salestrekker 2.0

Home Loan Tools

Creating and completing asset finance applications in Salestrekker 2.0

Asset Finance Tools

How to create, manage and select different Scenarios in Salestrekker 2.0

Scenarios

How to build a commission group in Salestrekker 2.0. How to select a commission group in deals. Commission contracts

Commissions

Best interest duty requirements in Salestrekker 2.0, broker comments, verification, monthly financial positions, disclosures.

Compliance Comments and Documents

Final review of all important information of your Salestrekker 2.0 deal

Summary

How to download and use lender serviceability calculators in Salestrekker 2.0

(AU) Downloading and using pre-populated lender serviceability calculators

(NZ) Downloading and using pre-populated lender serviceability calculators

How to use lodgements in Salestrekker 2.0: Which gateways are supported? How to activate and manage them? How to use them in deals?

Lodgement

How to use Maximum Borrowing (Servicing Calculator) within home loan tools

Maximum Borrowing Worksheet

How to use unsecured and secured personal loans as well as consumer asset finance in Consumer Finance tools.

Consumer Finance

Refinance Analysis

Miles Tomic

Lilly

Rade Mrvic

Broker Tools

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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